Tested Builds
Local outreach dashboard with follow-ups due, reply rate, meetings and pipeline
Coming soon

Local Outreach OS: Lead Tracker, Scoring and Follow-Up Spreadsheet for Local B2B Outreach

Organise local B2B outreach: duplicates flagged, leads scored and prioritised, follow-ups scheduled, replies tracked and a do-not-contact list enforced everywhere.

Coming soon. It's built and waiting on a final check before it goes on sale. Planned price: $29.

Launch updates by email are coming soon.

Requirements

  • Microsoft Excel 2019 or later / Microsoft 365, or Google Sheets
  • No add-ons, macros or scripts

Local Outreach OS is for small businesses and agencies that win clients through one-to-one local outreach. Paste in leads from your own lists, a directory you have rights to, or an OpenStreetMap export, and it flags duplicates, removes anyone on your do-not-contact list, and scores and prioritises the rest.

Log each message you send yourself; it works out the next follow-up from your campaign cadence and stops the moment someone replies, bounces or unsubscribes. Templates are checked for the postal address and opt-out line CAN-SPAM requires, and the dashboard shows exactly who to contact today.

It doesn't scrape and it doesn't send email.

Built from a working system

Already running on our own setup. Proven doesn't automatically mean ready for yours: the status above says what's left.

  • Lead scoring, priority, pipeline, follow-up dates, campaigns, reply logging and suppression come from an outreach system we ran for a local business directory, rebuilt to fix what it got wrong (duplicate sends, junk addresses, no opt-out)

Features

No duplicates

Same email (ignoring case and spaces), same website domain (ignoring https:// and www.) or same business and city.

Do-not-contact everywhere

Suppressed by email, email domain or website, and automatically on an unsubscribe reply.

Scores and priority

Your own weights, target categories and areas; named contacts beat info@ addresses.

Follow-ups that stop

Cadence per campaign; stops on any reply, bounce, opt-out, meeting or close.

Compliance checks

Templates flagged if they lack your postal address or an opt-out line.

Dashboard

16 tiles, who to contact today, overdue follow-ups, reply rate, meetings, wins and a pipeline chart.

What's included

  • local-outreach-os.xlsx (blank)
  • local-outreach-os-example.xlsx (a fictional agency's campaign)
  • local-outreach-os-quick-start.pdf (with a plain-English compliance note)
  • README.txt and LICENSE.txt

Tested, and known limits

  • Every dashboard number and every calculated row is checked against an independent calculation
  • Eight deliberately broken rules (untrimmed duplicates, www. not stripped, suppressed leads followed up, unsubscribes not suppressed, bounces ignored and more) were each caught
  • Blank workbook opens with no errors

Limits

  • Not legal advice: follow CAN-SPAM in the US, and CASL or GDPR/PECR elsewhere
  • Doesn't find leads by itself: see Local Outreach OS Pro for website contact enrichment

Licence, updates and support

Licence

Personal licence: use it for yourself or your own business's internal work. No resale or sharing of the files. Using it with clients, or redistributing it, needs a commercial licence. Ask. Full terms.

Updates

Includes bug-fix updates to this version (1.x). Current version: 1.0.0. Changelog.

Support

Documentation included. Bug reports answered by email within 2 business days. One-to-one setup help isn't included. Report a problem.

Questions

Does it scrape Google Maps?

No. Leads come from your own lists, CSV imports or datasets you're allowed to use.

Does it send emails?

No. You send personal messages from your own email and log them.

Is it legal advice?

No. It builds in the basics (suppression, address, opt-out); check the rules where you operate.

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